Course Overview
Attorneys will learn to identify the full marital estate, apply classification and tracing frameworks, select defensible valuation methodologies, and build a discovery record for settlement and trial.
Attorneys will gain a litigation-ready approach to complex asset cases from the initial asset map through depositions that converts the valuation record into strategic settlement leverage.
Attorneys will learn to identify the full marital estate, apply classification and tracing frameworks, select defensible valuation methodologies, and build a discovery record for settlement and trial.
Attorneys will gain a litigation-ready approach to complex asset cases from the initial asset map through depositions that converts the valuation record into strategic settlement leverage.
Agenda
Session I
Asset Identification in Divorce: Identify Complex Assets, Gather the Right Information Early, and Assess How Title and Control Affect What’s Actually in the Marital Estate
Session II
Asset Classification (Marital/Separate/Hybrid): Apply Clear Frameworks to Determine Whether Each Asset Is Marital, Separate, or Mixed, including How to Handle Tracing and Commingling Issues
Session III
Valuation Strategy for Complex Assets: Select Defensible Valuation Methodologies, Address Key Assumptions, and Evaluate Any Applicable Discounts or Adjustments While Anticipating Challenges from the Other Side
Session IV
Litigation-Ready Proof and Leverage: Use Targeted Discovery and Depositions to Build a Valuation Record That Supports Settlement Leverage and, if Necessary, a Clear Trial Presentation
1:00 pm - 1:30 pm EST
Citizens Financial Group, Inc
Cohen Clair Lans Greider & Simpson LLP
Cohen Clair Lans Greifer & Simpson LLP
This session teaches attorneys how to surface the full marital estate before leverage calcifies — covering what information to collect early, how to follow control and cash flow, and why title is often just a starting point.
Citizens Financial Group, Inc
Cohen Clair Lans Greider & Simpson LLP
Cohen Clair Lans Greifer & Simpson LLP
1:30 pm - 2:00 pm EST
Citizens Financial Group, Inc
Cohen Clair Lans Greider & Simpson LLP
Cohen Clair Lans Greifer & Simpson LLP
Attorneys work through a practical framework for determining whether property is marital, separate, or hybrid, with emphasis on how timing, source of funds, and conduct reshape classification outcomes and how to handle tracing and commingling.
Citizens Financial Group, Inc
Cohen Clair Lans Greider & Simpson LLP
Cohen Clair Lans Greifer & Simpson LLP
2:10 pm - 2:40 pm EST
Citizens Financial Group, Inc
Cohen Clair Lans Greider & Simpson LLP
Cohen Clair Lans Greifer & Simpson LLP
This session equips counsel to choose valuation approaches that survive scrutiny, understand the assumptions that drive outcomes, and evaluate or challenge common discounts and adjustments with credibility needed for both settlement and trial.
Citizens Financial Group, Inc
Cohen Clair Lans Greider & Simpson LLP
Cohen Clair Lans Greifer & Simpson LLP
2:40 pm - 3:10 pm EST
Citizens Financial Group, Inc
Cohen Clair Lans Greider & Simpson LLP
Cohen Clair Lans Greifer & Simpson LLP
Attorneys will learn how to use targeted discovery and depositions to lock down admissions, test opposing experts, and convert the valuation record into settlement leverage or a compelling trial presentation.
Citizens Financial Group, Inc
Cohen Clair Lans Greider & Simpson LLP
Cohen Clair Lans Greifer & Simpson LLP
SESSION I
Deposing trucking company personnel…
SESSION II
Defending the Company. Effective Deposition …
SESSION III
Defending the Company. Effective Deposition …
SESSION IV
Defending the Company. Effective Deposition …
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
speakers
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
Citizens Financial Group, Inc
Charles Wilhoite is a Managing Director at Willamette Management Associates and the national director of the firm’s tax-exempt entity and health care services practice. His work spans valuation and forensic assignments including business and stock valuations, economic damages calculations, forensic accounting analyses, gift and estate tax valuations, ESOP-related studies, M&A valuations, purchase price allocations, and high-wealth marital dissolution property division, and he has testified nationally on damages, tax-related issues, and valuation issues.
Citizens Financial Group, Inc
Charles Wilhoite is a Managing Director at Willamette Management Associates and the national director of the firm’s tax-exempt entity and health care services practice. His work spans valuation and forensic assignments including business and stock valuations, economic damages calculations, forensic accounting analyses, gift and estate tax valuations, ESOP-related studies, M&A valuations, purchase price allocations, and high-wealth marital dissolution property division, and he has testified nationally on damages, tax-related issues, and valuation issues.
Cohen Clair Lans Greider & Simpson LLP
Jad Greifer is a senior matrimonial attorney and firm leader at Cohen Clair Lans Greifer & Simpson LLP, where he was elevated to serve as co-Chair in 2023. He is recognized for his work in complex family-law matters and has received national/industry recognition, including being selected by Corporate LiveWire as New York City Divorce Lawyer of the Year (2014 & 2015). He earned his J.D., cum laude, from Harvard Law School (1995) and his B.A., cum laude, from Emory University (1992), where he was elected Phi Beta Kappa.
Cohen Clair Lans Greifer & Simpson LLP
Shannon Rogers Simpson is the firm’s Managing Partner and an experienced trial lawyer who practices in all areas of matrimonial and family law. Her work includes custody, visitation, and support issues; valuation and equitable distribution of marital assets; and the negotiation and drafting of prenuptial, postnuptial, and separation agreements. She has negotiated successful settlements, guided clients through mediation, and when necessary litigated complicated financial and custody matters through trial, including matters that have drawn national and international attention.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
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| Price |
$95 – $245
Price varies based
on the course duration of 1 to 3+ hours |
$395/year
One-time purchase
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$495/year
One-time purchase
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Custom
based on firm size
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| Access type | Pay per class | Unlimited annual access | Unlimited annual access | Unlimited access for all firm members |
| Number of Available Webinars | 1 | 1,000+ | 1,000+ | 1,000+ |
| Number of New Webinars Added Yearly | Limited | 500+ | 500+ | 500+ |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Access type |
Pay per class |
|---|---|
| Number of Available Webinars | 1 |
| Number of New Webinars Added Yearly | Limited |
| Earn "Live" CLE credit |
|
|
Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
June 19, 2026
3 Hour Program
Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!
In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!
Who Should Attend:
Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.
Key topics to be discussed:
Closed-captioning available
2026-06-19 13:00:00
October 30, 2025
2 Hour Program
This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.
Key topics to be discussed:
Date / Time: December 19, 2025
Closed-captioning available
2025-10-30 14:00:00
December 11, 2025
2 Hour Program
Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender
In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.
Key topics to be discussed:
Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue
In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.
Key topics to be discussed:
Date / Time: December 11, 2025
Closed-captioning available
2025-12-11 14:00:00
FAQ
Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.
Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.
Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.
Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.
myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.
Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.
Expand Your Legal Expertise
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
